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Emerson Electric

1,415 hedge funds and large institutions have $30.9B invested in Emerson Electric in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 463 increasing their positions, 626 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $264M | Put options by funds: $185M

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $30.5B → $30.9B (+$355M)

0.9% more ownership

Funds ownership: 70.51%71.41% (+0.9%)

1% less funds holding

Funds holding: 1,4251,415 (-10)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

26% less repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 626

Holders
1,415
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.39%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.53%
New
76
Increased
463
Reduced
626
Closed
74
Calls
$264M
Puts
$185M
Net Calls
+$79.4M
Net Calls Change
+$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1251
Carson Wealth (CWM LLC)
Nebraska
$166K +$143K +2,032 +560%
TSW
1252
Thompson Siegel & Walmsley
Virginia
$165K
TFS
1253
TrustCore Financial Services
Tennessee
$165K +$5.41K +77 +3%
MCM
1254
Manchester Capital Management
Vermont
$160K +$27.6K +393 +20%
ECM
1255
Estabrook Capital Management
New York
$159K
RWA
1256
River Wealth Advisors
Pennsylvania
$159K +$162K +2,299 New
OIA
1257
OneDigital Investment Advisors
Kansas
$153K -$45K -640 -22%
SBL
1258
Sargent Bickham Lagudis
Colorado
$148K -$35.8K -509 -19%
OIA
1259
Optimum Investment Advisors
Illinois
$146K
CBT
1260
Central Bank & Trust
Kentucky
$145K
BCP
1261
Blue Chip Partners
Michigan
$139K -$27.3K -389 -16%
FANJ
1262
Financial Architects (New Jersey)
New Jersey
$138K -$19.5K -277 -12%
VCM
1263
Versant Capital Management
Arizona
$137K
EIP
1264
Epoch Investment Partners
New York
$134K -$30.1M -428,452 -18%
GTAM
1265
Global Trust Asset Management
Florida
$134K
JWA
1266
JFS Wealth Advisors
Pennsylvania
$133K +$7.52K +107 +6%
PVH
1267
Psagot Value Holdings
Israel
$132K +$134K +1,904 New
BWA
1268
BDO Wealth Advisors
Florida
$127K +$98.2K +1,398 +321%
MWM
1269
MinichMacGregor Wealth Management
New York
$125K
ARMC
1270
American Research & Management Company
Massachusetts
$121K
GLI
1271
Guardian Life Insurance
New York
$120K +$18.6K +265 +18%
RWP
1272
RWA Wealth Partners
Massachusetts
$119K -$2.95K -42 -2%
SLF
1273
Sun Life Financial
Ontario, Canada
$118K +$106K +1,508 +762%
FL
1274
Fort LP
Maryland
$118K +$120K +1,710 New
DOA
1275
D'Orazio & Associates
Virginia
$117K

EMR Hedge Fund Activity: Q2 2018 in Review

1,415 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2018, worth a combined $30.9B — up 1.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EMR positions and 74 closed out — a net gain of 2 holders — while 463 added to existing stakes and 626 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $333M. The largest seller was Eaton Vance Management, cutting an estimated $161M.

  • 1,415 institutional investors held Emerson Electric (EMR) as of Q2 2018, down from 1,425 in Q1 2018.
  • Funds reported $30.9B of Emerson Electric stock for Q2 2018, up 1.2% quarter-over-quarter.
  • 76 funds opened new Emerson Electric positions in Q2 2018 and 74 closed out, a net change of +2 holders.
  • The largest Emerson Electric buyer in Q2 2018 was Amundi Asset Management US, an estimated $333M added.
  • The largest Emerson Electric seller in Q2 2018 was Eaton Vance Management, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2018.